Even though American Funds AMCAP’s flexibility has increased, it has gone through multiple lineup changes recently. Capital Group has a solid history of getting the right people in place, but this team needs to prove it can execute. The Morningstar Medalist Ratings of its cheapest U.S.- and Luxembourg-domiciled shares drop to Bronze from Gold and Silver, while its pricier shares get Neutral.
- NAV / 1-Day Return 34.70 / 0.20 %
- Total Assets 76.1 Bil
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.950%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 250
- Status Open
- TTM Yield 0.05%
- Turnover 31%
Morningstar’s Analysis CAFEX
Will CAFEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 196
- Bond Holdings 0
- Other Holdings 15
- % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Capital Group Central Cash Fund
5.20
3,724,904,490
Cash and Equivalents